SOJD — The Southern Co 4.95 Pfd Due 01 30 80 Institutional Holders · Q2 2026
Who owns The Southern Co 4.95 Pfd Due 01 30 80 (SOJD)? 3 institutions reported holding $357,878 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Ethos Financial Group, LLC ($284,785), Old Point Trust & Financial Services N A ($37,499), Thompson Investment Management, Inc. ($35,594).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $284,785 | 15,311 | Hold |
| 2 | OLD POINT TRUST & FINANCIAL SERVICES N A | $37,499 | 1,950 | New |
| 3 | THOMPSON INVESTMENT MANAGEMENT, INC. | $35,594 | 1,850 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30